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QBO Courses for Business Owners

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QuickBooks Online Bootcamp

This QuickBooks Online tutorial for beginners teaches small business owners and bookkeepers how to use all QBO’s essential tools and workflows to track its income and expenses for taxes and business success.

Price $200
Course duration Duration: 10 hours
Instructor Katz Pollock, Alicia

Beginner's Guide to QuickBooks Online

QuickBooks Online is the most popular software for running your business. It helps you take payments from your customers and record your expenses. It also gives you the reports you need to see how your business is doing, and to know what taxes to pay. Take this class to see how it works!

Price Free
Course duration Duration: 1 Hour
Instructor Katz Pollock, Alicia

Intro to Accounting and Bookkeeping for Small Business Owners

When you’re starting your own company, good financial management and accounting tips are key to your success. Learn what kind of bookkeeping you need to do for your small business.

Price $40
Course duration Duration: 1 hour
Instructor Katz Pollock, Alicia

10 Best Practices in QuickBooks Online

Use QuickBooks Online more effectively! You’ll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping.

Price $40
Course duration Duration: 1.5 hours
Instructor Katz Pollock, Alicia

Setting Up QuickBooks Online

Before you sign up for your new QuickBooks Online file, what do you need to know? We’ll talk about everything from choosing the right version, converting from Desktop or starting from scratch, setting up your lists, connecting your bank accounts, and turning on all the features.

Price $70
Course duration Duration: 2.0
Instructor Katz Pollock, Alicia

Chart of Accounts in QuickBooks Online

Learn to set up your QuickBooks Chart of Accounts according to accounting principles: bookkeeping terms, general ledger, Balance Sheet, and P&L statements.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Products, Services, & Inventory in QuickBooks Online

Unleash QBO's full power to effortlessly track services, product lines, costs & inventory. Master reporting tools to identify winners, streamline operations & maximize profits.

Price $90
Course duration Duration: 2.5 hours
Instructor Katz Pollock, Alicia

Working with Customers in QuickBooks Online

Dive into the essentials of QuickBooks Online with our focused Accounts Receivable course! Learn to master invoicing, payment tracking, customer management, and analyzing products & services sales efficiently.

Price $40
Course duration Duration: 1 hour
Instructor Katz Pollock, Alicia

Bank Transactions in QuickBooks Online

This Bank Transactions in QBO tutorial shows how to add bank accounts, import transactions, categorize expenses, attach receipts, and do bank reconciliations.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Reconciling in QuickBooks Online

Reconciliation is how you confirm that your QuickBooks Online checking accounts, savings account, credit cards, loan balances, and liabilities are correct. If you don’t reconcile correctly every month, your reports will be wrong!

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Running Reports in QuickBooks Online

Learn to customize reports in QuickBooks Online, including the Profit and Loss Statement (P&L), Balance Sheet, Accounts Payable, Accounts Receivable, Products & Services, and Cash Flow.

Price $80
Course duration Duration: 2.5 hours
Instructor Katz Pollock, Alicia

Custom Form Styles in QuickBooks Online

Customize your QuickBooks Online Invoices, Sales Receipts and Estimates so that they reflect your company’s branding and style. You can even edit the email content to reflect your unique messaging.

Price $40
Course duration Duration: 1 hour
Instructor Katz Pollock, Alicia

QuickBooks Payments Merchant Services

Taking credit card payments from customers has never been easier - QuickBooks Online has built-in merchant services. Learn to swipe credit cards, take online payments, and automate monthly billing with QuickBooks Payments.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Customizing QBO

Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds. Remove visual clutter, boost efficiency, and focus on what’s important.

Price $40
Course duration Duration: 1.0
Instructor Katz Pollock, Alicia

Credit Cards in Business and QuickBooks Online

Business owners love credit cards to manage cash flow, but they are risky to use as a funding source. Learn to manage them in QuickBooks Online, especially corporate credit cards with subcards. We’ll also consider modern “fintech” alternatives.

Price $40
Course duration Duration: 1 hour
Instructor Katz Pollock, Alicia

QuickBooks Checking and Envelopes

Learn how to leverage QuickBooks Checking (QBO’s integrated checking account), Envelopes for streamlined money management & insightful cash forecasting.

Price $40
Course duration Duration: 1 hour
Instructor Katz Pollock, Alicia

QBO To-Go: The QuickBooks Mobile App

Use the QuickBooks Online Mobile App when you don’t have your computer with you. Take payments from customers, categorize expenses, and snap pictures of receipts all from your cellphone!

Price $55
Course duration Duration: 1 hour
Instructor Katz Pollock, Alicia

AI in QuickBooks Online

Master AI in QuickBooks Online! Learn how Intuit Intelligence’s AI agents perform accounting, payroll, and payments tasks to save you hours. Boost your productivity, automate manual work, and grow your business.

Price $55
Course duration Duration: 1.5
Instructor Katz Pollock, Alicia

1099's in QuickBooks Online

Use 1099's QuickBooks® Online's to send 1099s to your Contractors. Automatically gather W9 info, send their 1099s by email, and submit to the IRS with just a few clicks!

Price $70
Course dates When: Dec 2, 2026
Schedule Wed 09:00 am - 11:30 am
Instructor Katz Pollock, Alicia

Look What I Found!™

Peek into QuickBooks Online's nooks and crannies to find new features and troubleshooting tips to solve your pain points!

Price Free
Instructor Katz Pollock, Alicia

QuickBooks Ledger

QuickBooks Ledger is the new QBO for accounting pros with year-end, tax-only, and low-transaction clients. Its real-time access to bank feeds, but no A/R or A/P, is ideal for simple, low-volume clients.

Price $40
Course duration Duration: 1 hour
Instructor Katz Pollock, Alicia

1-Page Business Plans that ROCK! with Mariette Martinez

Whether you are at the beginning of your business, or you skipped this essential step of structuring your business for sustainable growth and profitability, set up an action plan you can commit to for the upcoming year.

Price $55
Instructor Martinez, Mariette

Excel Course Bundle

Learn Microsoft Excel spreadsheets in these 3 beginning to advanced webinar tutorial courses and save 25%!

Price $162
Bundle of 3 courses.

Excel in 3 Hours Flat Course

Learn Excel, Microsoft Office’s spreadsheet software. In this Excel tutorial for beginners we’ll create formulas & functions, add charts, formatting, and print.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Excel - Intermediate - Formulas and Functions

Learn Excel, Microsoft Office’s spreadsheet software. This Excel tutorial covers sorting & filtering, logic formulas, text functions, and vlookup.

Price $85
Course duration Duration: 2.5 hours
Instructor Katz Pollock, Alicia

Excel Pivot Tables and Dashboards

Microsoft Excel’s Pivot Tables turn data into instant calculations. Summarize & analyze data with Pivot Charts. Create Dashboards to see statistics at a glance.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Word in 3 Hours Flat

Learn MS Word, Microsoft Office’s word processing program. In this Word tutorial for beginners we’ll learn to create documents, format fonts, insert images, and more.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Intermediate Word: Books and Reports

Learn to format Microsoft Word business documents and school reports in this intermediate tutorial. Font styles, page layout, headers & footers, TOC, and index.

Price $85
Course duration Duration: 2.5 hours
Instructor Katz Pollock, Alicia

Word: Mail Merge

How do you do a mail merge in MS Word? Learn how to use Microsoft Excel, Outlook, or iCloud Contacts to merge fields in a Word document, & print mailing labels.

Price $39
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Learn PowerPoint in 3 Hours Flat

In this Microsoft PowerPoint tutorial, design a presentation with templates, themes, graphics, and animations. Tips for a professional slide deck.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Google Docs, Sheets, and Slides Bundle

Learn Docs, Sheets, and Slides, Google’s free "office suite". In these tutorials for beginners we’ll write a document, format fonts, insert images, and import/export with Word.

Price $120
Bundle of 3 courses.

Google Docs Training

Use the free Google Docs instead of Microsoft Word. Create newsletters, formal documents, collaborate in real time, and import/export to other software.

Price $70
Course duration Duration: 1.75 hours
Instructor Katz Pollock, Alicia

Google Sheets Training Course

Use the free Google Sheets instead of Microsoft Excel. Create spreadsheets, collaborate in real time, and import/export to other software.

Price $55
Course duration Duration: 1.75 hours
Instructor Katz Pollock, Alicia

Using Google Slides

Use the free Google Slides instead of Microsoft PowerPoint. Create slide decks, formal presentations, collaborate in real time, and import/export to other software.

Price $70
Course duration Duration: 1.75
Instructor Katz Pollock, Alicia

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Give us a call at 503.406.6550 or email us at info@royalwise.com 

 

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